Portfolio (Quarterly)
Guide ↗
Quest 10 Wealth Builders, Inc.
· CIK 0002035215| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | TXN | TEXAS INSTRS INC | Technology | 66.0 | $13K | 0.01% | +24.0 | +57.1% | $193.58 | +57.5% |
| 142 | EMR | EMERSON ELEC CO | Industrials | 93.0 | $12K | 0.01% | +33.0 | +55.0% | $131.02 | +3.0% |
| 143 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 229.0 | $12K | 0.01% | +31.0 | +15.7% | $52.76 | +14.2% |
| 144 | WTS | WATTS WATER TECHNOLOGIES INC | Industrials | 41.0 | $12K | 0.01% | +14.0 | +51.9% | $288.78 | +3.6% |
| 145 | UBER | UBER TECHNOLOGIES INC | Technology | 164.0 | $12K | 0.01% | +3.0 | +1.9% | $71.93 | +3.7% |
| 146 | VST | VISTRA CORP | Utilities | 78.0 | $12K | 0.01% | +30.0 | +62.5% | $150.33 | -4.2% |
| 147 | SGOV | ISHARES TR | — | 116.0 | $12K | 0.01% | +75.0 | +182.9% | $100.66 | -0.1% |
| 148 | HAL | HALLIBURTON CO | Energy | 298.0 | $12K | 0.01% | +282.0 | +1762.5% | $38.99 | +7.6% |
| 149 | CNA | CNA FINL CORP | Financial Services | 248.0 | $11K | 0.01% | +153.0 | +161.1% | $45.92 | -3.5% |
| 150 | UNP | UNION PAC CORP | Industrials | 46.0 | $11K | 0.01% | +12.0 | +35.3% | $242.93 | +9.4% |
| 151 | VRSN | VERISIGN INC | Technology | 44.0 | $11K | 0.01% | +26.0 | +144.4% | $248.36 | +22.0% |
| 152 | MDYG | SPDR SERIES TRUST | — | 109.0 | $10K | 0.01% | +100.0 | +1111.1% | $95.96 | +10.2% |
| 153 | CMCSA | COMCAST CORP NEW | Communication Services | 315.0 | $9K | 0.01% | +111.0 | +54.4% | $28.71 | -12.6% |
| 154 | AMGN | AMGEN INC | Healthcare | 25.0 | $9K | 0.01% | +9.0 | +56.2% | $351.84 | -4.1% |
| 155 | MCO | MOODYS CORP | Financial Services | 20.0 | $9K | 0.01% | +18.0 | +900.0% | $436.25 | +2.1% |
| 156 | FLDR | FIDELITY MERRIMACK STR TR | — | 173.0 | $9K | 0.01% | +150.0 | +652.2% | $50.05 | +0.2% |
| 157 | SPMD | SPDR SERIES TRUST | — | 139.0 | $8K | 0.01% | +22.0 | +18.8% | $59.22 | +7.9% |
| 158 | CMBS | ISHARES TR | — | 157.0 | $8K | 0.01% | +141.0 | +881.2% | $48.73 | -0.5% |
| 159 | MTB | M & T BK CORP | Financial Services | 30.0 | $6K | 0.01% | +6.0 | +25.0% | $206.73 | +2.7% |
| 160 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 102.0 | $6K | 0.01% | +18.0 | +21.4% | $60.65 | -1.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
38.4%
Technology
19.9%
Healthcare
7.9%
Consumer Cyclical
7.3%
Utilities
6.8%
Communication Services
4.9%
Industrials
4.9%
Consumer Defensive
4.6%
Energy
4.0%
Real Estate
0.8%